Central Indiana Exit Planning Awareness Event

Exit Planning requires collaboration between business owners and a team of advisors. Education, training and relationship-building by the professionals in all service lines can lead to opportunities to partner with other Exit Planning professionals to meet the needs of their clients. Forming a Central Indiana Chapter of the Exit Planning Institute can be the first step.

Join us as Christopher Snider, president and CEO of the Exit Planning Institute, discusses the State of Owner Readiness study results and the market opportunity for professionals to assist their clients in exit planning.

In addition, Lorelei Tolson of Oxford Financial Group, Ltd. will lead a discussion on the interest to create a Central Indiana Chapter of the Exit Planning Institute and the benefits to our area's business advisors.